The Chartered Institute For Securities & Investment Educational Trust
The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.
Activities & Mission
The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.
Grants
The Chartered Institute For Securities & Investment Educational Trust is a grant-making charity: making grants is its main activity.
- Gives grants to
- organisations and individuals
- Total spending (2022)
- £176,925
- Only charities with income over £500,000 file a separate grants figure.
- Who it helps
- children and young people, other charities or voluntary bodies and other defined groups
- What it supports
- education and training and economic or community development and employment
As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.
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Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Region
Financial Information
Financial Efficiency
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2022.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2022 | £276,806 | £159,368 | 0 / 0 | |||
| 2021 | £257,131 | £213,928 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about The Chartered Institute For Securities & Investment Educational Trust
What does The Chartered Institute For Securities & Investment Educational Trust do?
The Charity was set up to promote for the public benefit the advancement and dissemination of knowledge in the field of securities and investment. There are restricted funds;The Hoare Nairne Scholarship Fund;Stephen Cooke Fund, Jonathan Timms Fund and Andrew Winckler prize. They sponsor a teaching post. CISI funds are restricted. Their use is in a letter. The objectives are in the accounts.
How much income did The Chartered Institute For Securities & Investment Educational Trust report in 2022?
The Chartered Institute For Securities & Investment Educational Trust reported total income of £277k and reported expenditure of £159k for the financial year ending 2022, based on the most recent annual return filed with the Charity Commission.
When was The Chartered Institute For Securities & Investment Educational Trust registered as a charity?
The Chartered Institute For Securities & Investment Educational Trust was registered with the Charity Commission for England and Wales on 6 January 2011 as charity number 1139712. It has been registered for 15 years.
Who runs The Chartered Institute For Securities & Investment Educational Trust?
The Chartered Institute For Securities & Investment Educational Trust is governed by a board of 2 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Chartered Institute For Securities & Investment Educational Trust operate?
The Chartered Institute For Securities & Investment Educational Trust operates across 4 areas: India, Malaysia, Singapore and England And Wales.
Is The Chartered Institute For Securities & Investment Educational Trust a registered charity?
Yes — The Chartered Institute For Securities & Investment Educational Trust is a registered charity in England and Wales, charity number 1139712.
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Registry Information
Trustees
Data & trust
- Register data refreshed
- 2 November 2026
- Methodology
- How metrics are calculated